How and why a financial planner should use a DFM
An exclusive Blue Chip discussion with three of the country’s top investment and financial planning professionals focusing on Discretionary Fund Managers and how financial planners can best utilise their services.
Navigating succession: financial advisors retire much later than they realise
A successful succession requires structured planning and negotiation, writes Jaco van Tonder, Services Director at Ninety One
Having a financial planning and investment philosophy is key to influencing...
I am always surprised when I ask a financial planner about their financial planning or investment philosophy and get a blank stare in response. When...
How much longer will the bust in Chinese housing last?
According to David Rees and Oliver Willoughby, Schroders, more decisive policy action is required if China is to start beating growth expectations again.
The most important signature of all
Capital Legacy knows that you will sign many important documents in your life, but none more significant than your last will and testament. Here’s why that is the most important signature of all.
Market movers
The distribution of global market equities is constantly evolving, with structural changes between markets playing a crucial role in driving investment returns. What factors influence these shifts, and how can we gain a deeper understanding of them? Peter Foster, Chief Investment Officer at Fundhouse, explores these questions.
Is venture building the secret sauce for creating new companies?
Companies are specialising in “venture building”, offering their services to corporates to assist them in leveraging their assets to create innovative small businesses along their supply chain. Venture builders are offering more than incubators and accelerators. One such venture builder, Specno, gives local and international examples of where this is working and says it’s bringing a startup approach to corporate innovation.
The data which shows the perils of chasing past stock market...
Duncan Lamont, Head of Strategic Research, Schroders, examines the data which shows the perils of chasing past stock market winners.
Independence: is it important?
Lara Warburton, CFP®, Managing Director at Integral Wealth Management, explores the importance of maintaining independence in financial advice while emphasising the different challenges independent advisors face.
From estates to precincts: a property evolution
Estate living is growing in popularity in South Africa at the same time as the concept is evolving to include a broader range of properties and services. These larger areas, precincts encompassing residential, educational, retail and commercial users, are being developed in all parts of the country, writes John Young.
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Retirement, financial education, and the curious role of AI
David Venter (Head of School: Milpark School of Financial Services) writes about the irony that retirement knowledge doesn’t change behaviour, and reveals how best to turn retirement numbers Into action.
Blending annuities
Johann Swanepoel, Head of Pricing and Proposition at Just SA, discusses a strategic approach to help retirees navigate retirement income challenges.
Why hedge funds should be core to pension fund portfolios
Hedge funds offer steady, risk-managed returns – but if they’re so effective, why aren’t investors using them to their full potential? It’s time to rethink their role at the core of portfolios, writes Kwazi Mbhele, Portfolio Manager, Novare Investments.
Legacy with purpose: empowering South Africans through knowledge
Siyasanga Kashe is a force for change in South Africa’s employee benefits landscape. As executive for member solutions at Momentum Corporate, she brings both strategic insight and heartfelt commitment to making financial wellness accessible to all.
UJ joins the CPD landscape with a dynamic Masterclass series
University of Johannesburg lecturer Amira Asvat (CFP®) shares an update on the university's dynamic new Masterclass series.
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